Cedar Brook Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cedar Brook Financial Partners, LLC

  • $698 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$80.6 - $93.32 $5,722 - $6,625
71 Added 0.89%
8,079 $749,000
Q4 2023

Jan 12, 2024
SELL
$70.08 - $83.37 $7,428 - $8,837
-106 Reduced 1.31%
8,008 $664,000
Q3 2023

Oct 17, 2023
SELL
$71.99 - $78.02 $1.66 Million - $1.79 Million
-23,004 Reduced 73.93%
8,114 $590,000
Q2 2023

Jul 05, 2023
BUY
$63.6 - $74.95 $8,077 - $9,518
127 Added 0.41%
31,118 $2.33 Million
Q1 2023

Apr 04, 2023
BUY
$54.19 - $65.17 $1.27 Million - $1.53 Million
23,488 Added 313.05%
30,991 $2.02 Million
Q4 2022

Feb 01, 2023
SELL
$54.31 - $60.76 $58,003 - $64,891
-1,068 Reduced 12.46%
7,503 $416,000
Q3 2022

Jan 03, 2023
SELL
$55.81 - $69.25 $45,875 - $56,923
-822 Reduced 8.75%
8,571 $0
Q2 2022

Aug 12, 2022
SELL
$55.73 - $76.55 $63,587 - $87,343
-1,141 Reduced 10.83%
9,393 $545,000
Q1 2022

Apr 06, 2022
BUY
$65.63 - $82.62 $342,326 - $430,945
5,216 Added 98.08%
10,534 $788,000
Q4 2021

Jan 27, 2022
BUY
$73.11 - $83.4 $151,703 - $173,055
2,075 Added 63.98%
5,318 $871,000
Q3 2021

Nov 01, 2021
SELL
$73.24 - $78.94 $132,784 - $143,118
-1,813 Reduced 35.86%
3,243 $480,000
Q2 2021

Aug 16, 2021
SELL
$65.3 - $73.24 $4,375 - $4,907
-67 Reduced 1.31%
5,056 $738,000
Q1 2021

May 11, 2021
BUY
$61.41 - $68.35 $96,413 - $107,309
1,570 Added 44.19%
5,123 $665,000
Q4 2020

Feb 12, 2021
BUY
$55.95 - $64.38 $8,112 - $9,335
145 Added 4.25%
3,553 $456,000
Q3 2020

Nov 09, 2020
BUY
$51.42 - $61.56 $16,094 - $19,268
313 Added 10.11%
3,408 $0
Q2 2020

Aug 05, 2020
BUY
$37.99 - $51.32 $117,579 - $158,835
3,095 New
3,095 $314,000
Q1 2020

May 07, 2020
SELL
$34.6 - $51.17 $119,646 - $176,945
-3,458 Closed
0 $0
Q4 2019

Feb 06, 2020
SELL
$40.97 - $46.72 $349,392 - $398,428
-8,528 Reduced 71.15%
3,458 $321,000
Q3 2019

Oct 24, 2019
BUY
$41.7 - $42.86 $140,695 - $144,609
3,374 Added 39.18%
11,986 $1.01 Million
Q2 2019

Aug 06, 2019
BUY
N/A
3,293 Added 61.91%
8,612 $717,000
Q1 2019

May 08, 2019
BUY
N/A
5,319 New
5,319 $422,000

Others Institutions Holding SCHG

# of Institutions
1,315
Shares Held
182M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Cedar Brook Financial Partners, LLC Portfolio

Follow Cedar Brook Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Brook Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Brook Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email